Automating Lead Capture from Meta Ads to CRM

Vittoria Anastasia Valentini

Automating Lead Capture from Meta Ads to CRM

Client: A fast-growing DTC (Direct-to-Consumer) skincare brand Project Duration: 1 week Role: Automation Expert & Workflow Designer Platform Used: Make.com

🔍 Challenge

The client was running multiple Facebook Lead Ad campaigns and capturing hundreds of leads per day. However, their sales team was manually reviewing lead forms, extracting phone numbers, and inputting them into a CRM system—an error-prone and time-consuming process. This delay in follow-up often resulted in cold leads and missed sales opportunities.

💡 Solution

I implemented a fully automated workflow using a Make.com template that parses phone numbers directly from Facebook Lead Ads submissions and sends the cleaned, formatted data to the client’s CRM in real time.
Key Steps:
Facebook Lead Ads Integration: Connected the brand's Facebook Ad account to Make.com to receive new lead data instantly.
Phone Number Parsing: Used the template’s built-in tools to clean, validate, and format phone numbers for consistency.
CRM Integration: Routed the parsed data to the client's CRM (HubSpot in this case) using Make.com modules.
Error Logging: Set up a fallback route to log and alert on failed parses or formatting issues.

⚙️ Results

⏱️ 95% Time Saved: Eliminated hours of manual data entry every week.
📞 2x Faster Lead Follow-up: Leads reached the sales team within seconds of submission.
✅ 100% Data Accuracy: Standardized phone number formatting reduced CRM errors significantly.
🚀 Scalable & Reusable: Workflow can be easily duplicated for future campaigns or other lead forms.

🎯 Client Testimonial

“We didn’t realize how much money we were losing by not following up with leads faster. This automation was a game changer. It’s clean, quick, and just works.” — Growth Manager, Skincare Brand

🧰 Tools Used

Facebook Lead Ads
HubSpot CRM
Google Sheets (for error logging)
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Posted Apr 22, 2025

Automated lead capture from Meta Ads to CRM for a skincare brand.

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